Configuring a Fax-to-Applications profile
The settings available when configuring a new Fax-to-Applications profile are exactly the same as those available when editing an existing profile.
To access the settings of an existing profile:
Select the profile in the Profiles table.
Select the Edit button.
Fax-to-Applications general settings
In the General settings, you can manage some general options, such as the fax ID, the cost center, or the profile's activation status.
The table below lists the available general settings:
Setting | Default value | Description |
|---|---|---|
Profile name | Displays the name of the active profile - that is, the profile currently being configured. | |
Service type | Fax2WS | Displays the service used by the profile. |
Comments | Displays additional information about the profile | |
Fax ID | See Customer settings. | Also known as the CSID, it identifies the fax and is used in reports on the fax sent to the sender. It can consist of a phone number and additional alphanumeric characters, but no more than 20 altogether. |
Cost center | See Customer settings. | Optional. It can be used to enter a billing code if desired. |
Activated | Yes | Displays whether the profile is activated. If a profile is deactivated, all fax numbers assigned to the profile are also deactivated and can no longer be reached. |
Fax-to-Applications document settings
The Document settings include archive duration, document format, PDF settings, and OCR settings. For example, the screenshot below shows the settings when PDF is selected as the document format and the OCR & barcode recognition feature is enabled:
The table below lists the available document settings:
Setting | Default value | Description |
|---|---|---|
Days in short-term archive | See Customer settings. | The number of days the fax will be stored in the short-term archive. The maximum number of days is specified in your contract with Retarus. |
Document format | See Customer settings. | The format in which the fax will be sent. The formats currently supported are PDF, PDF/A-1b, TIFF, TIFFG4, and Single Page TIFF. |
Handling of non-confirmed pages | Forward as received | Defines how to process jobs when some pages are not successfully received:
Selecting the Completely drop the job option allows Retarus to discard all pages, including those confirmed as correctly received by the sender. Use this option cautiously and only if necessary for your workflow. |
Encryption | No encryption | Specifies whether you want to receive documents in encrypted form. Possible values are listed below:
If you choose password encryption, you can use a user password only, a permissions password only, or both. PDF/A does not support encryption. |
Upload key | Allows you to upload a valid X.509 certificate or PGP key. Browse for the file in your file system and upload it. The upload is successful when you see the red ribbon icon next to the Encryption methods field. Clicking the X icon next to the red ribbon deletes the uploaded certificate/key. | |
User password | See Customer settings. | Applies only to password encryption. The user password is required to access and print the file but does not allow editing. If only a user password is set, the permissions password is automatically generated and remains unknown, preventing any changes to rights. |
Permissions password | See Customer settings. | Applies only to password encryption. No password is needed to access or print the file. However, editing rights are restricted unless you use a full version of Adobe Acrobat and enter the permissions password, which grants full rights. |
User and permissions passwords | See Customer settings. | Applies only to password encryption. If both user and permissions passwords are configured, you can open the document using either password:
|
Encryption for | Delivered & archived faxes | Specifies whether to encrypt transmitted faxes, archived faxes, or both.
|
Paper format | See Customer settings. | Specifies the paper format. You can choose between A4 and Letter (PDF only). |
Receipt details | See Customer settings. | If enabled, fax reception information is printed on the left-hand side of a fax report. |
OCR/Barcode recognition | None | If either OCR & barcode or Barcode is selected, you need to configure additional settings below. See Supported Barcode Types for a list of supported barcodes. |
OCR output format | XML | Specifies the data format for displaying OCR results. Multiple options can be selected. |
OCR pages | All | Specifies whether to apply OCR to all pages or only to one page by clicking the entry field and entering it. Entering 1 means that only page 1 will have OCR. The required setting is All if you have OCR on more than one page in the entire fax. |
Languages | English, German, French, Italian, Spanish, Polish | Specifies the languages in which OCR should be applied to the document. You can choose from German, English, French, Spanish, Italian, and Polish. Multiple languages can be selected. This setting is applicable only when OCR & barcode is selected. |
Fax-to-Application recipient settings
The Recipient settings configure the parameters required to receive and authenticate inbound faxes.
The table below lists the available recipient settings:
Menu Function | Default Value | Description |
|---|---|---|
Language | English | Selects the language of the email for the inbound fax. |
Destination address (URL) | Specifies the URL where the Web Service is accessible. | |
Authentication at the protocol level | NONE | Defines whether authentication at the protocol level is required. Supported authentication types include:
|
Time zone | Europe/Berlin | Selects the destination time zone for fax delivery. |